From InvestmentNews
1 visitor like this article | Viewed 4051 times | 0 comment
Summary: As a successful financial adviser, you soon may find yourself leading a team, or adding more staff. Such responsibility comes with expectations that you'll be a good leader and an effective decision maker. While increased responsibility can be daunting — even overwhelming — there are actions that you can take to prepare yourself to perform well in your new role.
From Think Advisor
2 visitors like this article | Viewed 4136 times | 0 comment
Summary: A few years ago, I asked the financial planning class that I was teaching who invented the light bulb. One seemingly bright student answered, “Benjamin Franklin, who flew a kite that was hit by lightning and he trapped electricity in a jar.” I tried not to hold this answer against him when it came time to hand out final grades.
From Financial Advisor
1 visitor like this article | Viewed 3573 times | 0 comment
Summary:The RIA industry is on a growth trajectory that shows no signs of slowing, registered investment advisors attending a Schwab annual conference were told on Thursday.
From On Wall Street
1 visitor like this article | Viewed 4016 times | 0 comment
Summary: The landscape for a financial advisor or team that is contemplating independence is abundant with opportunity. The newest development to take shape in this niche is the size of the teams moving to the registered investment advisor arena.
From Think Advisor
0 visitor like this article | Viewed 4349 times | 0 comment
Summary: Semantics are important. When referring to oneself as an independent advisor, do you mean you are an independent business owner, independent in your ability to select technology and platforms, independent in your ideas and recommendations to clients, or independent from direct supervision.
